
Ep 79: John Hempton - Where to from here?
Inside the Rope with David Clark
Navigating Investment Waves
This chapter examines the dichotomy of tourism industry fortunes and discusses a long-term investment philosophy centered around high-quality stocks. It highlights the persistent challenges faced by value stock investors in a rapidly changing economy and critiques the perceived redundancy of blockchain technology in traditional financial systems. The conversation also addresses the nature of custodial banking and the exploration of unconventional investment opportunities amidst stagnant sectors.
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